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TMUS

T-Mobile Us Inc

BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 171.03 Communication Services - Telecommunications ServicesAWAIT ENTRY
ACTIONABLEMethodology gates passed
68

Position levels

Currenttoday
USD 171.03
Buy <=wait / entry
USD 150.67
Trim >=take some off
USD 188.00
Thesis breakThe investment thesis would be invalidated by a binding adverse FCC ruling on ma...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case37%100 / 10037.0
Base case47%62 / 10029.1
Bear case16%10 / 1001.6
Weighted conviction68 / 100 - BUY

Top risks

  • 13% postpaid service revenue growth in recent quarter
  • Raised 2026 cash flow outlook and reaffirmed postpaid net account additions guidance of 950 thousand to 1.05 million
  • Q2 FY26 EPS beat with actual +2.99 vs estimate +2.6 and revenue 22.79B
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